Purchases and Sales Made in Q4 2022 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
146M+ 118101.78% |
$6.51B - $37.4B
|
146M
$9.18B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.72MNew |
$390M - $2.24B
|
8.72M
$549M
|
|
|
Jan 19, 2023
Q4 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
4.31M+ 19784.81% |
$193M - $1.11B
|
4.33M
$273M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.59M+ 21.08% |
$116M - $667M
|
14.9M
$938M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.2M+ 103.95% |
$98.3M - $565M
|
4.31M
$272M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
469K+ 29.0% |
$21M - $121M
|
2.09M
$132M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
469K+ 29.0% |
$21M - $121M
|
2.09M
$132M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
438KNew |
$19.6M - $113M
|
438K
$27.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
423K+ 11.68% |
$18.9M - $109M
|
4.05M
$255M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
312K+ 85.89% |
$13.9M - $80.1M
|
674K
$42.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
291KNew |
$13M - $74.7M
|
291K
$18.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
252K+ 2.12% |
$11.3M - $64.9M
|
12.1M
$765M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
227KNew |
$10.2M - $58.3M
|
227K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
227K+ 14.05% |
$10.1M - $58.2M
|
1.84M
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
225K+ 13.45% |
$10.1M - $57.8M
|
1.9M
$120M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
215K+ 7.02% |
$9.63M - $55.3M
|
3.28M
$207M
|
|
|
Mar 11, 2024
Q4 2022
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
209K+ 12190.41% |
$9.33M - $53.6M
|
210K
$13.2M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
202K+ 10159.31% |
$9.04M - $51.9M
|
204K
$12.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
197KNew |
$8.8M - $50.6M
|
197K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
185K+ 5.7% |
$8.29M - $47.6M
|
3.44M
$216M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
178K+ 65.36% |
$7.94M - $45.6M
|
449K
$28.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
162K+ 9.52% |
$7.26M - $41.7M
|
1.87M
$118M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
162K+ 9.52% |
$7.26M - $41.7M
|
1.87M
$118M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
157KNew |
$7M - $40.2M
|
157K
$9.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 2.4% |
$6.95M - $39.9M
|
6.63M
$418M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
130KNew |
$5.81M - $33.4M
|
130K
$8.18M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
122K+ 4.95% |
$5.46M - $31.4M
|
2.59M
$163M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
118K+ 7484.2% |
$5.3M - $30.4M
|
120K
$7.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
114KNew |
$5.1M - $29.3M
|
114K
$7.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
109K+ 32.6% |
$4.86M - $27.9M
|
442K
$27.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 4.09% |
$4.67M - $26.8M
|
2.65M
$167M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
99.8K+ 8.12% |
$4.47M - $25.7M
|
1.33M
$83.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
92.9K+ 19.91% |
$4.16M - $23.9M
|
560K
$35.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
92K+ 89.2% |
$4.11M - $23.6M
|
195K
$12.3M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
91.4KNew |
$4.09M - $23.5M
|
91.4K
$5.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
85.5K+ 49.34% |
$3.83M - $22M
|
259K
$16.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
85.5K+ 3.42% |
$3.82M - $22M
|
2.59M
$163M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
80.9K+ 6.26% |
$3.62M - $20.8M
|
1.37M
$86.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.6K+ 7.72% |
$3.47M - $20M
|
1.08M
$68.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
73.5KNew |
$3.29M - $18.9M
|
73.5K
$4.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
72.4KNew |
$3.24M - $18.6M
|
72.4K
$4.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
68.6K+ 65.89% |
$3.07M - $17.6M
|
173K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
66.3KNew |
$2.97M - $17M
|
66.3K
$4.18M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.3KNew |
$2.83M - $16.3M
|
63.3K
$3.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
62.1K+ 14.6% |
$2.78M - $16M
|
487K
$30.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
59.3K+ 16.51% |
$2.65M - $15.2M
|
418K
$26.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.6K+ 3.71% |
$2.58M - $14.8M
|
1.61M
$101M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
56.5K+ 4852.88% |
$2.53M - $14.5M
|
57.7K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
56.1K+ 15.62% |
$2.51M - $14.4M
|
415K
$26.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
54.7K+ 18738.36% |
$2.45M - $14.1M
|
55K
$3.46M
|